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matthuang-1
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matthuang-1
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RWAs = token-wrapped tradfi Treasury Cos = tradfi-wrapped tokens Both are ultimately a form of crypto-tradfi bridge
RWAs = token-wrapped tradfi
Treasury Cos = tradfi-wrapped tokens
Both are ultimately a form of crypto-tradfi bridge
matthuang-1
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Stablecoin supercycle
Stablecoin supercycle
matthuang-1
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$CRCL being up 3x+ since IPO yesterday showing how much pent up demand there was for pure play stablecoin exposure… Congrats @jerallaire
$CRCL being up 3x+ since IPO yesterday showing how much pent up demand there was for pure play stablecoin exposure…
Congrats @jerallaire
matthuang-1
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Anyone who already knows me decently well in crypto looking for new roles?
Anyone who already knows me decently well in crypto looking for new roles?
matthuang-1
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You can believe GDP and REV are important, while also disbelieving that a DCF is the right way to value the native asset of an L1
You can believe GDP and REV are important, while also disbelieving that a DCF is the right way to value the native asset of an L1
matthuang-1
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IMO, regardless of whether you believe L1 assets are monetary or equity-like… you should care about maximizing REV.
IMO, regardless of whether you believe L1 assets are monetary or equity-like… you should care about maximizing REV.
matthuang-1
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Welcome @cobie to Paradigm as an advisor He’s always been one of my favorite people in crypto to chat with, so excited to make it official Someday we can convince him to restart UpOnly
Welcome @cobie to Paradigm as an advisor
He’s always been one of my favorite people in crypto to chat with, so excited to make it official
Someday we can convince him to restart UpOnly
matthuang-1
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At Stripe Sessions, @patrickc and @collision skillfully describe the “gale force tailwinds” of AI and stablecoins… Here’s John showing the first 24mo payment volume growth for Bridge (stablecoins) vs Stripe Whole presentation worth watching
At Stripe Sessions, @patrickc and @collision skillfully describe the “gale force tailwinds” of AI and stablecoins…
Here’s John showing the first 24mo payment volume growth for Bridge (stablecoins) vs Stripe
Whole presentation worth watching
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#USNonFarmPayrollReport 🚨 Major Jobs Data Drop: US Labor Market Warning 🚨 🇺🇸 October NFP: -105K (delayed release hits hard) After weeks of delays from the government shutdown, the BLS finally released the long-awaited figures – and October's massive job losses are sending shockwaves through the markets. ⚡ The labor market is showing clear signs of cooling, with weakness that's hard to overlook. 📊 Highlights: - Economic slowdown accelerating quicker than anticipated - Fed likely shifting focus: more rate cuts ahead to support employment - Liquidity boost incoming – markets pricing in easier money policies 🌊 Market Reaction: Risk-on assets responding fast. As traditional jobs data weakens, the "easy money" narrative strengthens. Crypto bulls taking note: BTC & ETH poised for upside as macro tailwinds build toward a stronger 2026. 🔍 Cracks in the economy are widening. Fed on alert – stay tuned! #NFP #Crypto #Macro $SOL $SUI $XRP
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